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Business setup · Professional services

Freelancer

For one person with clients: a simple pipeline, proposals, every hour logged, invoices drafted from approved time and a nudge before payment is due.

Use in EraAll templates
modules
8
agents
3
workflows
1
sample services
3
site pages
4

What Era prepares for this business

For a freelance designer, developer, writer or consultant: new work comes in as a lead, a fixed-price job goes out as a quote, hourly work is logged every day and turned into a draft invoice every Friday, invoices go out by email, and clients get a friendly reminder three days before they are due — so the freelancer spends time on the work, not on chasing.

Modules8

  • Sales
  • Quotes
  • Team
  • Invoices
  • Website
  • Dashboards
  • Workflows
  • AI

Agents3

  • Payment nudge

    Reminds clients politely three days before an invoice is due and tells you when one is late.

  • Proposal helper

    Turns a new request into a short proposal draft with scope, price and timeline.

  • Collections follow-up

    Chases overdue invoices politely so clients pay without the owner having to ask.

Sample services and prices3

Comes with the setup; swap in your own prices.

Discovery call (30 min)₺0
Monthly maintenance package₺6,000
Social media graphics (10 images)₺7,500

Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    FreelancerAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Sales
    • Quotes
    • Team
    • Invoices
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Payment nudgeReady
    • Proposal helperReady
    • Collections follow-upReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Freelancer

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era